Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,849 | $106,588-97.3% | $94,215-97.0% | $155,188-98.2% |
| Participation rate | 41.2% | 74.3%-33.1pp | 70.0%-28.8pp | 80.8%-39.6pp |
| Annual return | 16.11% | 29.39%-13.3pp | 28.22%-12.1pp | 148.84%-132.7pp |
| Employer contribution / active EE | $547 | $3,080-82.2% | $2,675-79.6% | $4,248-87.1% |
| Participant deferral / active EE | $83 | $4,802-98.3% | $4,276-98.1% | $6,531-98.7% |
| Admin fee / account holder | $366 | $12,281-97.0% | $10,216-96.4% | $14,480-97.5% |